Bessemer Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Bessemer Group’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,500	Closed	-$119K	–	1908
2022 Q1	$119K	Hold	8,500	–	–	﹤0.01%	940
2021 Q4	$128K	Hold	8,500	–	–	﹤0.01%	947
2021 Q3	$119K	Hold	8,500	–	–	﹤0.01%	903
2021 Q2	$120K	Hold	8,500	–	–	﹤0.01%	910
2021 Q1	$109K	Hold	8,500	–	–	﹤0.01%	871
2020 Q4	$104K	Hold	8,500	–	–	﹤0.01%	857
2020 Q3	$93K	Hold	8,500	–	–	﹤0.01%	853
2020 Q2	$92K	Hold	8,500	–	–	﹤0.01%	1251
2020 Q1	$79K	Hold	8,500	–	–	﹤0.01%	1157
2019 Q4	$106K	Hold	8,500	–	–	﹤0.01%	1172
2019 Q3	$101K	Hold	8,500	–	–	﹤0.01%	1173
2019 Q2	$102K	Hold	8,500	–	–	﹤0.01%	1203
2019 Q1	$96K	Hold	8,500	–	–	﹤0.01%	1147
2018 Q4	$87K	Hold	8,500	–	–	﹤0.01%	1180
2018 Q3	$109K	Hold	8,500	–	–	﹤0.01%	1108
2018 Q2	$103K	Hold	8,500	–	–	﹤0.01%	1108
2018 Q1	$98K	Hold	8,500	–	–	﹤0.01%	1130
2017 Q4	$104K	Hold	8,500	–	–	﹤0.01%	1127
2017 Q3	$99K	Hold	8,500	–	–	﹤0.01%	1183
2017 Q2	$96K	Hold	8,500	–	–	﹤0.01%	1188
2017 Q1	$94K	Sell	8,500 -73,165	-90%	-$792K	﹤0.01%	1210
2016 Q4	$845K	Buy	81,665 +73,165	+861%	+$760K	﹤0.01%	761
2016 Q3	$91K	Hold	8,500	–	–	﹤0.01%	1123
2016 Q2	$88K	Hold	8,500	–	–	﹤0.01%	783
2016 Q1	$91K	Hold	8,500	–	–	﹤0.01%	799
2015 Q4	$95K	Hold	8,500	–	–	﹤0.01%	849
2015 Q3	$87K	Sell	8,500 -5,678	-40%	-$63.5K	﹤0.01%	862
2015 Q2	$161K	Buy	14,178 +4,678	+49%	+$53.8K	﹤0.01%	778
2015 Q1	$108K	Sell	9,500 -1,500	-14%	-$17K	﹤0.01%	811
2014 Q4	$123K	Buy	11,000 +1,500	+16%	+$17.1K	﹤0.01%	774
2014 Q3	$108K	Hold	9,500	–	–	﹤0.01%	765
2014 Q2	$111K	Hold	9,500	–	–	﹤0.01%	751
2014 Q1	$106K	Buy	9,500 +2,000	+27%	+$22.1K	﹤0.01%	726
2013 Q4	$82K	Hold	7,500	–	–	﹤0.01%	776
2013 Q3	$75K	Hold	7,500	–	–	﹤0.01%	764
2013 Q2	$76K	Buy	+7,500	New	+$77.7K	﹤0.01%	695

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Bessemer Group's ETY Position: Q2 2022 in Review

Bessemer Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2022, closing a stake of 8,500 shares — an estimated $119K sold.

Bessemer Group first reported a position in ETY in Q2 2013 and held it in 36 quarters. The position peaked at $845K in Q4 2016. 174 funds tracked by Wall St. Rank hold ETY as of Q2 2022.

Bessemer Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
Bessemer Group sold 8,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $119K.
Bessemer Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 36 quarters.
Bessemer Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $845K in Q4 2016.
174 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2022.

Based on Bessemer Group's 13F filing for Q2 2022, filed 10 Aug 2022.